Team Manager

2 weeks ago


Auckland City, New Zealand Fidelity Life Full time

Flexible work arrangements
- Excellent leave entitlements
- New role within the business

Be a part of the Fid advice team and help give more New Zealanders certainty to enjoy a more rewarding life. Manage a growing team of financial advisers who are passionate about providing quality financial advice with a customer-led approach that produces great customer outcomes. This role has a strong development and oversight focus, ensuring that Fid meet its compliance and regulatory requirements, deliver unparalleled customer service and produce fair customer outcomes.

Key Responsibilities:

- Coach and develop a team of advisers and support.
- Monitor workflow and advice through the Team ensuring service level agreements are adhered to.
- Actioned and report any customer feedback, NPS ratings and complaints.
- Ensure the team maintains data and record keeping requirements to meet FAP obligations.
- Works to ensure continuous improvement and monitor new processes where required.
- Works with the team to identify opportunities for improvement to current processes and service.
- Ensure that employees understand how their roles contribute to the strategic objectives of the team and Fidelity Life.
- Provide weekly, monthly and quarterly reporting as required.

**About you**:
***
You will have previous leadership experience in the insurance industry ideally leading a team of inhouse advisers. Your strong sales background and your Level 5 Certificate in Financial Services will ensure that you are coaching and stretching your team through sales metrics and fair customer outcomes. will be leading and continuously developing a growing the Fid team.
- A minimum of 5 years’ experience within the insurance industry within a similar role and environment.
- Level 5 Certificate in Financial Services ideal.
- Demonstrated experience in People Leadership & Coaching.
- Strong understanding of sales metrics / dynamics.
- Strong understanding of the six step advice process and code of conduct requirements
- Proven results in delivering great customer outcomes.

You will be a pivotal part of the Fid team and will build trusted relationships within the Fid team the wider Fidelity Life team and the wider industry.

**About Us**:
At Fidelity Life we’re guided by our purpose to give New Zealanders certainty to enjoy a more rewarding life. Since we were founded 50 years ago in 1973, we’ve grown to become New Zealand’s largest locally owned life insurer, trusted by over 367,000 customers to be there when things don’t go to plan. Backed by our New Zealand shareholders, including the NZ Super Fund and Ngāi Tahu Holdings, our decisions are made by New Zealanders, for New Zealanders, with the long term in mind. Working together with like-minded advisers and partners, we’re focused on closing the underinsurance gap for the long term good of New Zealand.

At Fidelity Life, we see advice as a community good and our advisory team, Fid. is one of the ways we connect New Zealanders with quality professional financial advice. We’re investing in the advice needs of New Zealanders by expanding Fid. to help give greater access to advice and its benefits.

Come be part of a growing team, in a purpose-led career that makes a real difference to people’s lives and share our vision and passion for providing life insurance advice and protection to more New Zealanders.

At Fidelity Life, we’re not afraid to try new things, push the boundaries, defy the norms and be the first - in fact, that’s exactly why we roll up our sleeves and come to work every day.


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